What is the 13F Pro Quality Score for ORLY?

13F Pro ranks O REILLY AUTOMOTIVE INC (ORLY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ORLY's current score at https://13fpro.ai/research/ORLY (free sign-up required for the full ranking).

Which hedge funds own the most ORLY stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ORLY include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/ORLY as soon as new 13F filings post.

Where does 13F Pro source ORLY data?

All O REILLY AUTOMOTIVE INC fundamentals and ownership data come directly from SEC EDGAR. O REILLY AUTOMOTIVE INC files with the SEC under CIK 898173. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ORLY in?

O REILLY AUTOMOTIVE INC (ORLY) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives ORLY's revenue?

Per O REILLY AUTOMOTIVE INC's latest 10-Q filed with the SEC on 2026-05-08, the biggest revenue drivers are: DIY (Do-It-Yourself) customers ($2,190M, +6.7% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/ORLY.

What are ORLY's largest expenses?

O REILLY AUTOMOTIVE INC's latest 10-Q reports these as the largest expense items: Cost of goods sold, including warehouse and distribution expenses ($2,213M, +9.8% YoY); Selling, general and administrative expenses ($1,506M, +9.1% YoY); Interest expense ($63M, +8.9% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is ORLY research updated on 13F Pro?

ORLY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

O REILLY AUTOMOTIVE INC(ORLY)Stock Analysis

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13F Pro Quality Score

72.7/100

Rank #219 of 2,879 stocksTOP 10%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

50.1/100

Profitability

75.0/100

Balance Sheet

93.4/100

Earnings Quality

44.7/100

Free Cash Flow

66.0/100

Institutional Flow

68.3/100

Revenue Scale

92.1/100

Dilution Risk

85.8/100

ORLY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for O REILLY AUTOMOTIVE INC (ORLY), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores ORLY at 72.7/100 on a 32-signal composite quality model, placing it at rank #219 of 2,879 stocks — the top 10% of the AI-ranked universe. ORLY scores in the top quartile across balance sheet strength (93.4), revenue scale (92.1), profitability (75.0). Based on the latest XBRL financial filings (Q1 2026), O REILLY AUTOMOTIVE INC reports quarterly revenue of $4.6B, net income of $604.2M, an operating margin of 18.4%. Top institutional holders of ORLY by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. ORLY trades on the Nasdaq exchange and files with the SEC under CIK 898173. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ORLY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for O REILLY AUTOMOTIVE INC directly from SEC EDGAR. O REILLY AUTOMOTIVE INC's 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 72.7 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about O REILLY AUTOMOTIVE INC

Quirks, history, and lore behind ORLY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. retail chain · large-cap · listed on Nasdaq · headquartered in Missouri.
2
The Numbers
Roughly $16 billion in annual revenue with over 6,000 stores across the country — and it keeps opening new ones at a pace that would exhaust a normal person.
3
The History
Founded in 1957 in Springfield, Missouri by a father and son, it spent decades as a regional player before exploding into a nationwide juggernaut in the 1990s and 2000s.
4
The Secret
Its real competitive edge is a same-day distribution model — most stores can get any part delivered from a nearby hub the same day, which keeps professional mechanics coming back.
5
The Lore
It's one of the few retailers that thrives in recessions — when people can't afford new cars, they fix the old ones, and this company sells them everything they need to do it.
6
The Giveaway
You've driven past that green and red sign a thousand times — the one promising auto parts, tools, and friendly advice from a chain named after an Irish-American family from the Ozarks.

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What's Driving ORLY's Business? Latest 10-Q Breakdown

AI-extracted from O REILLY AUTOMOTIVE INC's 10-Q filed 2026-05-08 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

O'Reilly Automotive Q1 revenue grew 10% YoY to $4.56B, driven by 8.1% comparable store sales growth and improved margins from cost efficiencies.

Biggest Revenue Drivers

Total revenue: $4.56B+10% YoY

DIY (Do-It-Yourself) customers$2,190M+6.7% YoY

Increase in average ticket values for DIY customers, partially offset by slight decrease in transaction counts.

Largest Expense Items

Cost of goods sold, including warehouse and distribution expenses$2,213M+9.8% YoY

Increased due to higher sales volume; improved on percentage of sales basis due to improved acquisition costs and distribution operating efficiencies.

Selling, general and administrative expenses$1,506M+9.1% YoY

Increased to support additional Team Members and operating expenses for higher sales and store count; lower as percentage of sales due to store cost leverage.

Interest expense$63M+8.9% YoY

Increased due to higher average outstanding borrowings.

Watch Items from the Filing

Professional service provider customers now represent 50.2% of sales ($2,291M) versus DIY at 48.0% ($2,190M), concentrating revenue in lower-margin customer segment.
Shareholders' deficit of $1,067M at March 31, 2026 versus $763M at December 31, 2025; driven by $923M share repurchases and $8.9M excise tax on repurchases.
Committed to purchase ~$295M in renewable energy tax credits, with final closing by August 2026; represents material future capital obligation.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$4.6B

Net Income

Q1 2026

$604.2M

Free Cash Flow

Q1 2026

$788.5M

Operating Margin

Q1 2026

18.4%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+6.4% YoY

$17.78BFY 2025

FY22 $14.41BFY23 $15.81BFY24 $16.71BFY25 $17.78B

Net Income

+6.3% YoY

$2.54BFY 2025

FY22 $2.17BFY23 $2.35BFY24 $2.39BFY25 $2.54B

Operating Income

+6.4% YoY

$3.46BFY 2025

FY22 $2.95BFY23 $3.19BFY24 $3.25BFY25 $3.46B

EPS (Diluted)

+1543.6% YoY

$2.97FY 2025

FY22 $2.23FY23 $0.17FY24 $0.18FY25 $2.97

Total Assets

+11.0% YoY

$16.54BFY 2025

FY22 $12.63BFY23 $13.87BFY24 $14.89BFY25 $16.54B

Total Debt

+9.0% YoY

$6.02BFY 2025

FY22 $4.37BFY23 $5.57BFY24 $5.52BFY25 $6.02B

Op. Cash Flow

-9.4% YoY

$2.76BFY 2025

FY22 $3.15BFY23 $3.03BFY24 $3.05BFY25 $2.76B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$17.78B +6.4%	$16.71B +5.7%	$15.81B +9.7%	$14.41B +8.1%	$13.33B +14.8%	$11.60B
Net Income	$2.54B +6.3%	$2.39B +1.7%	$2.35B +8.0%	$2.17B +0.4%	$2.16B +23.5%	$1.75B
Operating Income	$3.46B +6.4%	$3.25B +2.0%	$3.19B +7.8%	$2.95B +1.3%	$2.92B +20.6%	$2.42B
EPS (Diluted)	$2.97 +1543.6%	$0.18 +5.9%	$0.17 -92.3%	$2.23 +7.5%	$2.07 +32.2%	$1.57
Total Assets	$16.54B +11.0%	$14.89B +7.4%	$13.87B +9.9%	$12.63B +7.8%	$11.72B +1.1%	$11.60B
Total Debt	$6.02B +9.0%	$5.52B -0.9%	$5.57B +27.4%	$4.37B +14.2%	$3.83B -7.2%	$4.12B
Operating Cash Flow	$2.76B -9.4%	$3.05B +0.5%	$3.03B -3.6%	$3.15B -1.8%	$3.21B +13.1%	$2.84B

AI Insight: ORLY Financial Trends

Revenue growth accelerated to 10% year-over-year in Q1 2026, but operating cash flow strength masks rising leverage and negative equity deterioration.

• Q1 2026 revenue of $4,561M up 10.2% vs. Q1 2025 ($4,137M); operating income grew 13.6% to $842M.

• Operating cash flow surged to $1,033M in Q1 2026, highest in trailing eight quarters, despite flat net income YoY.

• Total debt increased $543M (9.6%) from Q1 2025 to Q1 2026, reaching $6,195M; negative equity widened to -$1,067M.

⚠ Negative equity of -$1,067M in Q1 2026 represents deterioration from -$1,357M in Q1 2025; balance sheet remains inverted.

⚠ Net income declined 12.4% YoY (Q1 2026: $604M vs. Q1 2025: $538M shows reversal); operating leverage not translating to bottom line.

AI Insight: ORLY Ratio Trends

O'Reilly's operating margin and ROIC have compressed significantly from 2024 peaks, with Q1 2026 showing no recovery momentum.

• OpMargin fell from 20.5% in Q3 2024 to 18.4% in Q1 2026, a 210bp contraction over 18 months.

• ROIC declined from 91.5% in Q3 2024 to 65.6% in Q1 2026, eroding capital efficiency by 2,590bp.

• Q2–Q3 2025 showed sequential margin recovery (20.7% OpMargin, 79.7% ROIC), but Q4 2025 and Q1 2026 reversed gains.

⚠ Seasonal Q4 weakness persists (OpMargin 18.0–18.8%), but Q1 2026 fails to rebound above 18.4%, suggesting structural pressure.

⚠ NPM has compressed 200bp from Q3 2024 peak (15.2%) to Q1 2026 (13.2%), indicating cost or pricing headwinds.

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Available Research

13F Pro tracks comprehensive data for O REILLY AUTOMOTIVE INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ORLY

BlackRock, Inc.
$6.0B65,207,976 sh
VANGUARD CAPITAL MANAGEMENT LLC
$5.1B54,742,060 sh
STATE STREET CORP
$3.4B36,720,286 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.3B24,581,785 sh
FMR LLC
$1.7B18,380,122 sh
PRINCIPAL FINANCIAL GROUP INC
$1.7B18,066,239 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B16,676,276 sh
Nuveen, LLC
$1.4B15,070,600 sh
MORGAN STANLEY
$1.4B14,872,802 sh
Bank of New York Mellon Corp
$1.2B13,006,417 sh

Fund	Value	Shares
BlackRock, Inc.	$6.0B	65,207,976
VANGUARD CAPITAL MANAGEMENT LLC	$5.1B	54,742,060
STATE STREET CORP	$3.4B	36,720,286
GEODE CAPITAL MANAGEMENT, LLC	$2.3B	24,581,785
FMR LLC	$1.7B	18,380,122
PRINCIPAL FINANCIAL GROUP INC	$1.7B	18,066,239
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	16,676,276
Nuveen, LLC	$1.4B	15,070,600
MORGAN STANLEY	$1.4B	14,872,802
Bank of New York Mellon Corp	$1.2B	13,006,417

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Is ORLY a good stock to buy?

13F Pro's AI-powered analysis of O REILLY AUTOMOTIVE INC (ORLY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ORLY are available on the ORLY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ORLY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ORLY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of O REILLY AUTOMOTIVE INC's investment landscape.